Symmetry Peak Management’s Zscaler ZS Stock Holding History

Symmetry Peak Management’s Portfolio ZS Stock Details ZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,000	Closed	-$311K	–	192
2023 Q3	$311K	Sell	2,000 -1,600	-44%	-$240K	0.04%	69
2023 Q2	$527K	Buy	+3,600	New	+$440K	0.09%	69
2019 Q2	–	Sell	-3,150	Closed	-$223K	–	226
2019 Q1	$223K	Buy	+3,150	New	+$167K	0.05%	148
2018 Q4	–	Sell	-2,500	Closed	-$102K	–	143
2018 Q3	$102K	Sell	2,500 -7,500	-75%	-$303K	0.04%	136
2018 Q2	$358K	Buy	+10,000	New	+$305K	0.07%	98

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Symmetry Peak Management's ZS Position: Q4 2023 in Review

Symmetry Peak Management sold out of Zscaler (ZS) in Q4 2023, closing a stake of 2,000 shares — an estimated $311K sold.

Symmetry Peak Management first reported a position in ZS in Q2 2018 and held it in 5 quarters. The position peaked at $527K in Q2 2023. 739 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

Symmetry Peak Management reported no remaining Zscaler position as of Q4 2023 after selling out during the quarter.
Symmetry Peak Management sold 2,000 Zscaler shares in Q4 2023, an estimated $311K.
Symmetry Peak Management first reported a position in Zscaler in Q2 2018 and held it in 5 quarters.
Symmetry Peak Management's Zscaler position peaked at $527K in Q2 2023.
739 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on Symmetry Peak Management's 13F filing for Q4 2023, filed 14 Feb 2024.